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Insider Monkey Blog

Caution Rises Around AWS as Redburn Lowers Amazon (AMZN) to Neutral

Amazon.com, Inc.

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November 21 - News

Stifel Turns More Bullish on Tesla (TSLA), Citing Strong FSD and Robotaxi Progress

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Making Moves on Wall Street. On November 17, Stifel raised the firm’s price target on the stock to $508 from $483 and kept...

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November 21 - News

TD Cowen Turns More Bullish on Micron (MU) as Book Value Growth Accelerates

Micron Technology, Inc.

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November 21 - News

Stifel Raises CrowdStrike’s (CRWD) Price Target to $600 Ahead of Q3 Earnings

CrowdStrike Holdings, Inc.

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November 21 - News

Hedge Fund Investor Letters Q3 2025

We will be sharing Q3 2025 hedge fund investor letters in this article.

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November 21 - Hedge Fund Investor Letters, News

Morgan Stanley Double-Downgrades DELL as Rising Memory Costs Hit Margins

Dell Technologies Inc.

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November 21 - News

Baidu’s (BIDU) AI Push Offsets Weak Ads, Analyst Raises Target to $158

Baidu, Inc.

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November 21 - News

Should You Hold WillScott Holdings (WSC)?

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Madison Small Cap Fund Sold Saia (SAIA) Due to Macro Economic Challenges

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Here’s Why Primo Brands Corporation (PRMB) Traded Down in Q3

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Here’s What Drove Madison Small Cap Fund to Invest in Hexcel Corp. (HXL)

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Should You Consider Adding Eagle Materials (EXP) to Your Portfolio?

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Here’s Why Simply Good Foods Company (SMPL) Sold Off in Q3

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Here’s What Pulled Back Shake Shack (SHAK) in Q3

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Madison Small Cap Fund’s Q3 2025 Investor Letter

Madison Investments, an investment advisor, released its “Madison Small Cap Fund” third-quarter 2025 investor letter.

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November 21 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund Sold GCI Liberty (GLIBK) in Q3

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Improved Investor Sentiment Lifted MKS (MKSI) in Q3

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Here’s What Boosted Amphenol Corporation (APH) in Q3

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Arista Networks (ANET) Rallied on Outstanding Revenue Growth

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Medpace (MEDP) Surged Following Better-Than-Expected Results

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Madison Mid Cap Fund’s Q3 2025 Investor Letter

Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” third-quarter 2025 investor letter.

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November 21 - Hedge Fund Investor Letters, News

Crypto Content Creator Campus (CCCC) 2025 Concludes in Lisbon: A Look at the Future of Influence, Authenticity, and Next-Level Monetisation

The Crypto Content Creator Campus (CCCC) 2025 wrapped up a successful, sold-out three-day event in Lisbon, Portugal, from November 14 to 16, 2025.

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November 21 - Press Releases

Merion Road Capital Re-initiated a Position in Victory Capital (VCTR)

Merion Road Capital Management, an investment advisor, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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November 21 - Hedge Fund Investor Letters, News

Atkore Inc. (NYSE:ATKR) Q4 2025 Earnings Call Transcript

Operator: Good morning. My name is Rob, and I will be your conference operator today.

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November 21 - News, Transcripts

Walmart Inc. (NYSE:WMT) Q3 2026 Earnings Call Transcript

Operator: Greetings. Welcome to Walmart's Third Quarter Fiscal Year twenty twenty six Earnings Call. At this time, all participants are in a listen only mode.

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November 21 - News, Transcripts

MediWound Ltd. (NASDAQ:MDWD) Q3 2025 Earnings Call Transcript

Operator: Morning, everyone, and welcome to the MediWound's Third Quarter twenty twenty five Earnings Call. All participants will be in a listen only mode.

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November 21 - News, Transcripts

Warner Music Group Corp. (NASDAQ:WMG) Q4 2025 Earnings Call Transcript

Warner Music Group Corp. (NASDAQ:WMG) Q4 2025 Earnings Call Transcript November 20, 2025Warner Music Group Corp. misses on earnings expectations.

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November 21 - News, Transcripts

VNET Group, Inc. (NASDAQ:VNET) Q3 2025 Earnings Call Transcript

VNET Group, Inc. (NASDAQ:VNET) Q3 2025 Earnings Call Transcript November 20, 2025VNET Group, Inc. reports earnings inline with expectations.

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November 21 - News, Transcripts

ESCO Technologies Inc. (NYSE:ESE) Q4 2025 Earnings Call Transcript

ESCO Technologies Inc. (NYSE:ESE) Q4 2025 Earnings Call Transcript November 20, 2025ESCO Technologies Inc. beats earnings expectations.

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November 21 - News, Transcripts

NetEase, Inc. (NASDAQ:NTES) Q3 2025 Earnings Call Transcript

NetEase, Inc. (NASDAQ:NTES) Q3 2025 Earnings Call Transcript November 20, 2025NetEase, Inc. misses on earnings expectations.

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November 21 - News, Transcripts

Ross Stores, Inc. (NASDAQ:ROST) Q3 2025 Earnings Call Transcript

Ross Stores, Inc. (NASDAQ:ROST) Q3 2025 Earnings Call Transcript November 20, 2025Ross Stores, Inc. beats earnings expectations.

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November 21 - News, Transcripts

Jacobs Solutions Inc. (NYSE:J) Q4 2025 Earnings Call Transcript

Jacobs Solutions Inc. (NYSE:J) Q4 2025 Earnings Call Transcript November 20, 2025Jacobs Solutions Inc. beats earnings expectations.

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November 21 - News, Transcripts

Valneva SE (NASDAQ:VALN) Q3 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to the Valneva 9 Months 2025 Financial Results Conference Call and Webcast.

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November 21 - News, Transcripts

Maximus, Inc. (NYSE:MMS) Q4 2025 Earnings Call Transcript

Operator: Greetings, and welcome to the Fiscal 2025 Fourth Quarter and Year End Earnings Conference Call. At this time, participants are in a listen-only mode.

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November 21 - News, Transcripts

Diana Shipping Inc. (NYSE:DSX) Q3 2025 Earnings Call Transcript

Diana Shipping Inc. (NYSE:DSX) Q3 2025 Earnings Call Transcript November 20, 2025Diana Shipping Inc. beats earnings expectations.

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November 21 - News, Transcripts

Allot Ltd. (NASDAQ:ALLT) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by. Welcome to Allot's third quarter 2025 results conference call. All participants are at present in listen-only mode.

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November 21 - News, Transcripts

Sunlands Technology Group (NYSE:STG) Q3 2025 Earnings Call Transcript

Operator: Ladies and gentlemen, thank you for standing by, and welcome to Sunlands Technology Group Third Quarter 2025 Earnings Conference Call.

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November 21 - News, Transcripts

Evogene Ltd. (NASDAQ:EVGN) Q3 2025 Earnings Call Transcript

Operator: Welcome to Evogene's Third Quarter 2025 Results Conference Call. [Operator Instructions] As a reminder, this conference is being recorded in November 20, 2025.

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November 21 - News, Transcripts

Construction Partners, Inc. (NASDAQ:ROAD) Q4 2025 Earnings Call Transcript

Construction Partners, Inc. (NASDAQ:ROAD) Q4 2025 Earnings Call Transcript November 20, 2025Construction Partners, Inc. misses on earnings expectations.

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November 21 - News, Transcripts

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Q3 2025 Earnings Call Transcript

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) Q3 2025 Earnings Call Transcript November 20, 2025ZIM Integrated Shipping Services Ltd. misses on earnings expectations.

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November 21 - News, Transcripts

Webull Corporation Class A Ordinary Shares (NASDAQ:BULL) Q3 2025 Earnings Call Transcript

Webull Corporation Class A Ordinary Shares (NASDAQ:BULL) Q3 2025 Earnings Call Transcript November 20, 2025Webull Corporation Class A Ordinary Shares beats earnings expectations...

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November 21 - News, Transcripts

Nano-X Imaging Ltd. (NASDAQ:NNOX) Q3 2025 Earnings Call Transcript

Nano-X Imaging Ltd. (NASDAQ:NNOX) Q3 2025 Earnings Call Transcript November 20, 2025Nano-X Imaging Ltd. misses on earnings expectations.

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November 21 - News, Transcripts

Northern Technologies International Corporation (NASDAQ:NTIC) Q4 2025 Earnings Call Transcript

Operator: Good day, and thank you for standing by. Welcome to NTIC's Fourth Quarter 2025 Earnings Conference Call and Webcast.

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November 21 - News, Transcripts

Elastic N.V. (NYSE:ESTC) Q2 2026 Earnings Call Transcript

Operator: Good day, and welcome to the last Elastic N.V. Second Quarter Fiscal 2026 Earnings Results Conference Call. All participants will be in listen-only mode.

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November 21 - News, Transcripts

Vipshop Holdings Limited (NYSE:VIPS) Q3 2025 Earnings Call Transcript

Vipshop Holdings Limited (NYSE:VIPS) Q3 2025 Earnings Call Transcript November 20, 2025Vipshop Holdings Limited misses on earnings expectations.

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November 21 - News, Transcripts

Copart, Inc. (NASDAQ:CPRT) Q1 2026 Earnings Call Transcript

Operator: Please stand by. Good day, everyone, and welcome to the Copart, Inc. First Quarter Fiscal 2026 Earnings Call. Just a reminder, today's conference is being recorded.

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November 21 - News, Transcripts

Cadeler A/S (NYSE:CDLR) Q3 2025 Earnings Call Transcript

Operator: Good morning, and welcome to Cadeler's Third Quarter 2025 Earnings Presentation.

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November 21 - News, Transcripts

ZKH Group Limited (NYSE:ZKH) Q3 2025 Earnings Call Transcript

ZKH Group Limited (NYSE:ZKH) Q3 2025 Earnings Call Transcript November 20, 2025ZKH Group Limited misses on earnings expectations.

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November 21 - News, Transcripts

Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC) Q4 2025 Earnings Call Transcript

Natural Grocers by Vitamin Cottage, Inc. (NYSE:NGVC) Q4 2025 Earnings Call Transcript November 20, 2025Natural Grocers by Vitamin Cottage, Inc. beats earnings expectations.

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November 21 - News, Transcripts

Intuit Inc. (NASDAQ:INTU) Q1 2026 Earnings Call Transcript

Leo: Please standby, your meeting is about to begin. Afternoon. My name is Leo. I will be your conference operator.

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November 21 - News, Transcripts

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